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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,632 | $99,345-92.3% | $84,753-91.0% | $273,972-97.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | -43.60% | 22.93%-66.5pp | 22.78%-66.4pp | 41.46%-85.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,802 | $4,270-11.0% | $3,712+2.4% | $5,287-28.1% |
| Admin fee / account holder | $1,912 | $6,645-71.2% | $5,333-64.1% | $10,133-81.1% |